Designed specifically for psychologists, counselors, and mental health professionals practicing in Canada. This comprehensive, ready-to-use template supports accurate and ethical documentation while aligning with Canadian regulations and professional standards.
Structured with clear, easy-to-follow sections—including Informed Consent, Confidentiality & Limits, Risk Assessment, Client Progress, and Therapeutic Direction/Plan—this template helps clinicians save time and stay consistent in their charting.
Key features include:
- Legally relevant Canadian references (e.g., duty to warn/protect, mandatory reporting to child and adult protection, reporting obligations to regulatory colleges, and WCB Section 34(1)).
- Pre-filled drop-down–style options for client demeanor, progress, and risk assessment to streamline notes.
- Coverage of multiple evidence-based approaches (CBT, DBT, ACT, IPT, MI) to suit diverse client needs.
- Built-in sections for treatment goals, therapist impressions, and collaborative planning.
Whether you are newly licensed or an experienced practitioner, this Canadian intake template ensures your notes are professional, compliant, and efficient.

























